Skip to main content

USBC, Inc.

USBC
Exchange
NYSE
Industry
Finance Services
SEC CIK
0001074828

No open-market purchases or sales by USBC, Inc. insiders were filed in the last 90 days; 25 institutions reported holding it in 13F filings for Q2 2026, worth $584.6K in total; no superinvestor holds it.

13F holders, Q2 2026

Institutional positions in USBC, Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
25
+7 vs. Q1 2026
Shares held
1.87M
+442.4K (+31.1%) vs. Q1 2026
Total value
$584.6K
+$33.9K (+6.2%) vs. Q1 2026
New holders
10
6 more added
Sold out
3
2 more reduced

2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting USBC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2026: 25 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 0 institutionsQ1 2022: 0 institutionsQ2 2022: 0 institutionsQ3 2022: 0 institutionsQ4 2022: 0 institutionsQ1 2023: 0 institutionsQ2 2023: 0 institutionsQ3 2023: 0 institutionsQ4 2023: 0 institutionsQ1 2024: 0 institutionsQ2 2024: 0 institutionsQ3 2024: 0 institutionsQ4 2024: 0 institutionsQ1 2025: 10 institutionsQ2 2025: 15 institutionsQ3 2025: 27 institutionsQ4 2025: 28 institutionsQ1 2026: 20 institutionsQ2 2026: 25 institutions
Value heldQ2 2026: $584.6K
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $0Q1 2022: $0Q2 2022: $0Q3 2022: $0Q4 2022: $0Q1 2023: $0Q2 2023: $0Q3 2023: $0Q4 2023: $0Q1 2024: $0Q2 2024: $0Q3 2024: $0Q4 2024: $0Q1 2025: $23.6KQ2 2025: $527.4KQ3 2025: $3.57MQ4 2025: $2.32MQ1 2026: $558.4KQ2 2026: $584.6K
Institutions holding USBC and their total value by quarter
QuarterHoldersValue
Q2 202625$584.6K
Q1 202620$558.4K
Q4 202528$2.32M
Q3 202527$3.57M
Q2 202515$527.4K
Q1 202510$23.6K
Q4 20240$0
Q3 20240$0
Q2 20240$0
Q1 20240$0
Q4 20230$0
Q3 20230$0
Q2 20230$0
Q1 20230$0
Q4 20220$0
Q3 20220$0
Q2 20220$0
Q1 20220$0
Q4 20210$0
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding USBC, Inc.; share changes are against Q1 2026.

Institutions holding USBC in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
CRCM LP555,325$173.8K0.06%00.0%Unchanged
Vanguard Capital Management LLC272,014$85.1K0.00%+122,218+81.6%Added
Geode Capital Management, LLC218,753$68.5K0.00%−40,657−15.7%Reduced
Vontobel Holding Ltd.190,653$59.7K0.00%+179+0.1%Added
Vanguard Fiduciary Trust Co145,320$45.5K0.00%+127,989+738.5%Added
State Street Corp92,900$29.1K0.00%+92,900New
Jane Street Group, LLC75,226$23.5K0.00%+58,210+342.1%Added
Northern Trust Corp71,799$22.5K0.00%+71,799New
Virtu Financial LLC53,607$17.0K0.00%+53,607New
Two Sigma Securities, LLC37,223$11.7K0.00%+37,223New
XTX Topco Ltd35,551$11.1K0.00%+8,886+33.3%Added
Advisor Group Holdings, Inc.27,200$8.47K0.00%+8,859+48.3%Added
UBS Group AG25,833$8.09K0.00%+25,833New
Scientech Research LLC20,144$6.30K0.01%+20,144New
Lido Advisors, LLC20,000$6.26K0.00%+20,000New
Susquehanna International Group, LLP13,873$4.34K0.00%+13,873New
McGuire Capital Advisors Inc5,500$1.72K0.00%+5,500New
Citigroup Inc4,299$1.35K0.00%+4,299New
Morgan Stanley986$3090.00%00.0%Unchanged
Allworth Financial LP500$1570.00%00.0%Unchanged
EverSource Wealth Advisors, LLC295$920.00%−5,288−94.7%Reduced
Gables Capital Management Inc.107$330.00%00.0%Unchanged
Farther Finance Advisors, LLC10$30.00%00.0%Unchanged
Larson Financial Group LLC8$30.00%00.0%Unchanged
Danske Bank A/S1$00.00%00.0%Unchanged
Marshall Wace, LLP0$00.00%−165,939−100.0%Sold out
Colony Group, LLC0$00.00%−17,000−100.0%Sold out
Royal Bank of Canada0$00.00%−250−100.0%Sold out
Jackson Hole Capital Partners, LLC––––Not filed
North Ridge Wealth Advisors, Inc.––––Not filed